We are live on ! Find out more
XLE icon

State Street Energy Select Sector SPDR ETF

1,558 hedge funds and large institutions have $19.9B invested in State Street Energy Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 633 increasing their positions, 619 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.48% more ownership

Funds ownership: 110.4%119.88% (+9.5%)

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.26B)

2% more repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 619

2% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 127

2% less funds holding in top 10

Funds holding in top 10: 117115 (-2)

2% less funds holding

Funds holding: 1,5901,558 (-32)

56% less call options, than puts

Call options by funds: $4.84B | Put options by funds: $11.1B

Holders
1,558
Holders Change
-32
Holders Change %
-2.01%
% of All Funds
26.84%
Holding in Top 10
115
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.71%
% of All Funds
1.98%
New
124
Increased
633
Reduced
619
Closed
127
Calls
$4.84B
Puts
$11.1B
Net Calls
-$6.22B
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
976
Comprehensive Financial Consultants Institutional
Indiana
$583K
AWM
977
Activest Wealth Management
Florida
$583K +$568K +15,030 +612%
APIM
978
Agate Pass Investment Management
Washington
$582K +$79.5K +2,102 +15%
AIP
979
ARS Investment Partners
New York
$582K +$85.2K +2,254 +16%
WAAG
980
Wealth Alliance Advisory Group
Kansas
$581K -$172K -4,556 -22%
SIA
981
Strategic Investment Advisors
Michigan
$580K -$96.9K -2,562 -14%
RBCM
982
Raub Brock Capital Management
California
$579K
BWM
983
Birchcreek Wealth Management
Ohio
$579K +$173K +4,566 +40%
VM
984
VPR Management
Texas
$576K
1SB
985
1ST Source Bank
Indiana
$574K
FANJ
986
Financial Architects (New Jersey)
New Jersey
$574K +$602K +15,930 New
CIBC Private Wealth Group
987
CIBC Private Wealth Group
Georgia
$572K -$49.7K -1,314 -8%
RFN
988
Redwood Financial Network
Ohio
$570K +$19.2K +508 +3%
IC
989
Iconiq Capital
California
$569K +$6.43K +170 +1%
CI
990
CPR Investments
Michigan
$566K -$292K -7,728 -33%
FPAS
991
Focus Partners Advisor Solutions
Missouri
$563K +$22.4K +592 +4%
GCA
992
Greenwood Capital Associates
South Carolina
$560K -$92.7K -2,452 -14%
AWA
993
Alta Wealth Advisors
Massachusetts
$559K +$587K +15,524 New
KFA
994
Kelleher Financial Advisors
New York
$552K
AWM
995
Accurate Wealth Management
Florida
$552K +$515K +13,620 New
S
996
SignatureFD
Georgia
$550K -$44.7K -1,182 -7%
HCMT
997
Highland Capital Management (Tennessee)
Tennessee
$550K
KCM
998
Kanawha Capital Management
Virginia
$548K -$11.9K -316 -2%
ACM
999
Advisors Capital Management
New Jersey
$548K +$446K +11,782 New
AF
1000
Advisornet Financial
Minnesota
$545K -$446K -11,798 -44%

XLE Hedge Fund Activity: Q3 2022 in Review

1,558 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2022, worth a combined $19.9B — up 6.7% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of XLE and 124 opened new positions — a net loss of 3 holders — while 619 trimmed existing stakes and 633 added.

The largest buyer was Morgan Stanley, adding an estimated $530M. The largest seller was Bessemer Group, cutting an estimated $107M.

  • 1,558 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2022, down from 1,590 in Q2 2022.
  • Funds reported $19.9B of State Street Energy Select Sector SPDR ETF stock for Q3 2022, up 6.7% quarter-over-quarter.
  • 124 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2022 and 127 closed out, a net change of -3 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2022 was Morgan Stanley, an estimated $530M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2022 was Bessemer Group, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2022.